Q2 2025 · 13F-HR
BLODGETT WEALTH ADVISORS, LLCholdings as filed
Filed 2025-07-09 · accession 0001085146-25-003628
$127.6M
Reported value
61
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287614 | IWF | ISHARES TR | $20.9M | 16.4% | 49,234 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.2M | 11.9% | 95,942 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $12.9M | 10.1% | 25,854 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $12.4M | 9.69% | 60,310 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $9.2M | 7.23% | 42,082 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $6.2M | 4.85% | 35,091 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.2M | 3.29% | 4,236 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $3.6M | 2.81% | 4,607 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $3.2M | 2.53% | 5,211 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $3.2M | 2.53% | 11,140 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.5M | 1.95% | 4,892 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.1M | 1.68% | 5,856 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.8M | 1.41% | 10,153 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.8M | 1.38% | 7,671 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1.7M | 1.30% | 5,219 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.5M | 1.21% | 2,504 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.5M | 1.18% | 5,441 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.14% | 2 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.4M | 1.12% | 15,330 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $1.3M | 1.06% | 10,165 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.2M | 0.91% | 1,565 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.0M | 0.81% | 6,480 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $982,272 | 0.77% | 4,800 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $937,391 | 0.73% | 700 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $876,047 | 0.69% | 3,213 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $798,642 | 0.63% | 2,733 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $784,431 | 0.61% | 4,226 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $762,384 | 0.60% | 2,400 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $738,390 | 0.58% | 9,328 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $671,206 | 0.53% | 4,394 | Common | NONE |
| 92826C839 | V | VISA INC | $651,517 | 0.51% | 1,835 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $646,292 | 0.51% | 2,995 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $548,269 | 0.43% | 7,902 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $518,158 | 0.41% | 2,225 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $518,011 | 0.41% | 3,618 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $504,336 | 0.40% | 3,912 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $502,892 | 0.39% | 5,468 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $469,585 | 0.37% | 1,593 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $400,902 | 0.31% | 2,260 | Common | NONE |
| 931142103 | WMT | WALMART INC | $398,707 | 0.31% | 4,078 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $397,524 | 0.31% | 8,401 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $381,446 | 0.30% | 1,300 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $376,593 | 0.30% | 683 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $331,256 | 0.26% | 7,656 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $319,992 | 0.25% | 1,430 | Common | NONE |
| 78468R861 | TIPX | SPDR SERIES TRUST | $306,662 | 0.24% | 16,022 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $301,050 | 0.24% | 3,000 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $297,546 | 0.23% | 1,175 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $290,712 | 0.23% | 2,660 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $290,384 | 0.23% | 1,470 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $288,946 | 0.23% | 3,167 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $286,171 | 0.22% | 2,739 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $280,885 | 0.22% | 2,107 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $280,160 | 0.22% | 5,150 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $246,875 | 0.19% | 1,090 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $245,119 | 0.19% | 2,125 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $243,207 | 0.19% | 626 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $241,961 | 0.19% | 5,712 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $212,444 | 0.17% | 1,420 | Common | NONE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $10,107 | 0.01% | 14,370 | Common | NONE |
| 14216R101 | CARM | CARISMA THERAPEUTICS INC | $9,399 | 0.01% | 24,001 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.